Send Individually User s Manual

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Send Individually User s Manual"

Transcription

1 Send Individually User s Manual Contents Welcome... 2 Configuring the Add-in... 3 Using Send Individually... 4 To Start a New Campaign... 4 To Personalize Campaign s... 6 To Send To People in an Excel File... 7 To Send Unique Attachments To Each Recipient... 9 To Send To People in Your Contacts Folder Send Individually Configuration Page General Settings Tab Other Settings Tab: Troubleshooting Send Individually Copyright Sperry Software Inc. P a g e 1

2 Welcome Thank you for choosing the Send Individually add-in, created by Sperry Software. This add-in sends an that you create to each recipient you specify, one at a time. It s perfect for sending out newsletters, announcements, and other marketing materials. How it works: 1) You create an newsletter or other announcement. 2) Add your recipients to the "To" field. 3) You click the "Send Individually" toolbar button. That's it! Each of your recipients will get an addressed just to them, in the "To" field, and they will not see any other addresses, because it's been sent just to them. Alternatively you can choose contacts from any of your contacts folders, click the Send Individually To Contacts button, compose your the way you normally would, then click on the Send Individually button. It will prompt you for approval of the final review, then begin sending the to all the contacts you selected. This topic is discussed in more detail below in the Using Send Individually section. You can also compose your the way you normally would except leaving the To field blank, then click on the Send Individually button. It will prompt you for a list of addresses (from an Excel file or a tab delimited plain text file with one address per line) and it will then send one copy of the to each recipient, individually addressed. This topic is discussed in more detail below in the Import From File section. Note: You may want to practice using just a few names at first, until you get the hang of it. Also, you ll probably find it helpful to take Outlook offline so that no s actually get sent while you re practicing. If you do this, you ll need to delete any practice s you may have in your Drafts folder or your Outbox folder before going back online. To go offline, go to (in Outlook) File Work Offline and click it. To go back online, click it again (so the checkmark disappears). You can tell if you are offline by looking in the lower right hand corner of the main Outlook window (where it says Offline ). Just in case, the add-in displays the first exactly the way it s going to go out. If you re happy with it, just answer Yes to the question of whether you want to send them all out. If you re not happy with it, choose No to the question of whether you want to send them out of not. You can then make any necessary alterations and try it again. Send Individually Copyright Sperry Software Inc. P a g e 2

3 Configuring the Add-in Once the installation is complete, you are ready to use Send Individually. When you open Outlook you will notice a new button Sperry Software Add-ins added to the toolbar. Outlook 2007 Outlook 2013 Clicking this button displays the Sperry Software Add-ins configuration screen. It is on this screen that settings are made to control the add-in s functionality. Send Individually Copyright Sperry Software Inc. P a g e 3

4 Using Send Individually To Start a New Campaign A campaign is an combined with a set of recipients, whether they are in Outlook, Excel, a text file, etc. To start a new campaign click on the Create New Campaign button: Outlook 2013 Once you do, you will immediately be asked where you will be getting your contacts from. There are two possibilities here, either they are in Outlook (say, your Contacts folder, or your Address Book, or you can just start typing the addresses into the To field just like normal). The other is in an Excel file (or any file that Excel is capable of reading, like a tab delimited text file or a CSV file): For purposes of this example, let s choose the Outlook Contacts option. A new ready for your customization is displayed. Fill it out like normal then click back on the Message tab, and click the Send Individually button: Send Individually Copyright Sperry Software Inc. P a g e 4

5 Again, when the Send Individually button is clicked the add-in places just the first person on the list into the To field, then asks if the looks good. If not, you can go back and edit the . Note that if you inadvertently click the standard Send button, that the add-in is smart enough to know that you started this with the Create New Campaign button and will warn you: This feature will prevent you from making a mistake of sending the to many people. It s only available if you start the with the Create New Campaign button. Send Individually Copyright Sperry Software Inc. P a g e 5

6 If you elect to send the message after it has been displayed, then you will see a progress window pop up: Progress window (shown after successfully finishing the campaign) Note that while the campaign is under way, you can Pause the campaign (or Resume from a Pause) and also Cancel it altogether. When cancelling, be aware that some s may have been sent while others may not have been sent out. It is important to check the report (or your Sent Items folder) to see which recipients have been sent the . You can safely click on the Ok button to dismiss this window so you can continue working in Outlook. You also just minimize it or leave it in the background while you continue to work. When the campaign has finished you will get an notifying you of the completed status for that campaign. To Personalize Campaign s In order to really raise response rates of your newsletters, announcements and other material, it s better to individually address each recipient in the body of your . Doing so also lowers the probability of your being classified as spam since it s no different than if you were to craft the yourself. To do this, you can use the Sperry Software toolbar buttons that appear once you select to send to your Outlook Contacts or use an Excel file. The options to personalize vary based on your recipients. When using Outlook Contacts for instance, you can choose from the contact s title (Mr., Mrs., etc), first name, last name, or company name: Send Individually Copyright Sperry Software Inc. P a g e 6

7 Note that you can also just type the addresses into the To field; if this is done the add-in will look to see if it can find the person s first name (or last name, etc) in the Contacts folder. The personalization feature is only available in the body of the , not in the subject. To Send To People in an Excel File Alternatively, if you choose to customize the with a list from Excel, then the toolbar looks like this: These buttons correspond to the column in the Excel file. These buttons are just a sample of the available power of the add-in this is because once you click the button (after placing the cursor in the body of the ) the substitution text is placed inside: Send Individually Copyright Sperry Software Inc. P a g e 7

8 Example campaign with personalization note the blank To field This substitution text contains the Excel column whose value will be replaced by this substitution text at the time of sending. When the is ready, leaving the To field blank, click the Send Individually button: Send Individually Copyright Sperry Software Inc. P a g e 8

9 The add-in detects the missing To field recipients and kicks into gear, asking you where to find the Excel file. You navigate to it, select it, and then the recipients are gathered up and the first message (with substitutions) is displayed. In the example screenshot below, the value in column B in the excel file contains the recipient s first name ( Mike ): You can use any valid column from the Excel file in the substitution text by simply editing the text; there s nothing special about it (just make sure that the column in the Excel file contains valid values). The rest of the process continues and the progress will be displayed as the add-in works its way through your list of recipients. To Send Unique Attachments To Each Recipient This feature is only available when using Excel. If you use the substitution text to personalize the , then the add-in performs a special check behind the scenes as it processes the columns in the excel file. In particular, the add-in checks to see if the column value specifies the path to a file. If so, rather than substituting anything, the add-in instead adds that file as an attachment for that particular . Meanwhile the substitution text for that column is deleted. Send Individually Copyright Sperry Software Inc. P a g e 9

10 So in summary to send unique attachments, simply use any of the substitution text buttons making sure that the column chosen has a path to a valid file. If there is no file found then the substitution text is still removed from the , and the is still sent out. You can just add the keyword [Substitute: First Name, Default: Customer ] (without the single quotes, but with the double quotes) and it will be substituted with each person s name on the fly. There are two ways to do this, and it depends on whether you are going to send to people that are in your Contacts folder, or people that are in your address book. To Send To People in Your Contacts Folder To send to people in your Contacts folder, start in any of your contact folders. The first thing you want to do is to select the List view: List View is on the right (Outlook 2013 shown) You can then select the contacts that you would like to send to, or press Ctrl-A to select them all (or better, view by Categories, then select all the contacts that belong to particular category, etc using Categories as a method of organizing lists is highly recommended). Once they are highlighted, click the button. This will bring up a new that is addressed to all your Contacts. At this point you can safely fill out the like normal, then when you re ready click the Send Individually button and the process continues just like when using an Excel file. Send Individually Copyright Sperry Software Inc. P a g e 10

11 Send Individually Configuration Page General Settings Tab There are two tabs within the configuration window General Settings, and Other Settings. Prompt for address if it can t be found during the send operation will cause the add-in to ask you to resolve the address of the person you are sending to if it cannot figure it out by itself. If this box is unchecked, the send operation will still take place, but it will write any unresolved recipients into the report (see below) instead of waiting on a prompt just in case you kick off a send operation right before you leave for the night. Send Individually Copyright Sperry Software Inc. P a g e 11

12 Display first message so that it can be reviewed before sending causes the first message to be displayed in front of you the way it s going to go out. This gives you a chance to correct any mistakes, and make sure that all substitutions are occurring as expected. Once the is displayed in front of you, and you are happy with it, just click Yes to send out all the copies, including the one you just reviewed. If you need to make changes, just click no and the s will not be sent. You will then have a chance to correct the . Send an to myself when the campaign ends will generate a message that is sent to your inbox when the campaign is finished. This is useful if you do not want to monitor the s as they go out and you choose to delete the sent campaign s. Permanently delete the sent copies after sending them will erase all copies of the sent s after they have been sent out. Send a BCC copy of each to allows you to designate an address that will receive a BCC of each sent . This is useful if you want a copy to be sent to a CRM system; it s important because if you put a BCC in the campaign itself, it will be erased before being sent out because the add-in normally removes all recipients (except for one) each time it sends a campaign . Throttle Sending If you are sending to many contacts, it may be necessary to throttle how quickly the messages are being sent out. If a value of zero is specified, the feature is effectively turned off, and the messages go out as they normally would. If any other value is specified, that is the number of seconds that passes between each send that is performed by the add-in. This allows Outlook a chance to get the message out before being overwritten by the next. Note that there are other factors that affect the sending for instance, your provider (ISP) may limit the number of messages that you can send in a day, or the number of messages that can be sent in an hour. You ll need to contact your ISP to get the exact details. Sending Progress The Show Progress button will allow you to view the progress of any campaigns that are currently in progress. The Reset button provides you with a means of stopping the campaign in progress, which will need to be manually restarted. Send Individually Copyright Sperry Software Inc. P a g e 12

13 This is an example of the progress window: Progress window (shown after successfully finishing the campaign) Send Individually Copyright Sperry Software Inc. P a g e 13

14 Other Settings Tab: Reports After the s have all been sent, a report is always written. By default, the report contains the names of any recipients that you included who could not be resolved because they either don t have an address or were ambiguous. This way, you can go back and find those names, make the necessary corrections, and send again. There is one checkbox in the Reports section that controls what goes into each report. As mentioned, any failed addresses are always included, however if the When sending, include successful as well Send Individually Copyright Sperry Software Inc. P a g e 14

15 as unsuccessful recipients in the report checkbox is checked (which it is by default) then all the names and addresses that are sent to will be included in the report. To view the report, just go to the configuration window and click View Reports Folder. This report gets overwritten each time you send so if you need to keep the report for any reason, it will be necessary to copy the file to another location. Default Text For personalization, when the person s first name, last name, or company name cannot be found the text entered in this field will be substituted. Send Individually Copyright Sperry Software Inc. P a g e 15

16 Troubleshooting Q. I m having trouble, and need to start over with installing. What can I do? A. Follow these instructions: to+reinstall+my+add-ins+from+a+clean+start.+how+do+i+do+this%3f+ Q. The Sperry Software Add-ins button is not visible. A. Run the Add-ins Reset tool. The add-in reset tool (among others) can be downloaded from Q. How can we contact you for more help? A. For help on more in-depth issues, check out our Knowledge Base. Send Individually Copyright Sperry Software Inc. P a g e 16

Distribution List Manager User s Manual

Distribution List Manager User s Manual Distribution List Manager User s Manual Welcome... 2 Configuring the Add-in... 3 Settings Tab... 3 Advanced Tab... 4 Troubleshooting... 5 Distribution List Manager Copyright 2008 Sperry Software Inc. P

More information

Follow Up Reminders User s Manual

Follow Up Reminders User s Manual Follow Up Reminders User s Manual Welcome... 2 Configuring the Add-in... 3 Follow Up Reminders Settings... 3 Troubleshooting... 5 Follow Up Reminder Copyright 2008 Sperry Software Inc. P a g e 1 Welcome

More information

Schedule Recurring Email User s Manual

Schedule Recurring Email User s Manual Schedule Recurring Email User s Manual Welcome... 2 Configuring the Add-In... 2 Configure Recurring Emails Tab... 3 How to Create a New Recurring Email... 3 Settings Tab... 5 Troubleshooting... 6 Schedule

More information

Follow Up Reminders User s Manual

Follow Up Reminders User s Manual Follow Up Reminders User s Manual Welcome... 2 Configuring the Add-in... 3 Send With Follow Up Reminder... 5 View Reminders... 5 Add Reminders... 7 Troubleshooting... 8 Follow Up Reminders Copyright 2012

More information

Auto Print User s Manual

Auto Print User s Manual Auto Print User s Manual Welcome... 2 Configuring the Add-in... 3 AutoPrint Incoming Email Tab... 4 AutoPrint Outgoing Email Tab... 6 Print Settings Tab... 7 Print Now Tab... 9 Exceptions Tab... 10 Troubleshooting...

More information

Timed Email Organizer User s Manual

Timed Email Organizer User s Manual Timed Email Organizer User s Manual Quick Start Guide... 3 Welcome... 4 Main Rules Window... 5 Status Bar... 6 Close... 6 Save As... 7 Add/Edit Rules... 7 Conditions... 9 Actions... 12 Delete Rules...

More information

Print On Demand User s Manual

Print On Demand User s Manual Print On Demand User s Manual Welcome... 2 Configuring the Add-in... 3 Settings Tab... 3 Advanced Tab... 4 Troubleshooting... 5 Print On Demand Copyright 2008 Sperry Software Inc. P a g e 1 Welcome Thank

More information

Help Desk Email Templates User s Manual

Help Desk Email Templates User s Manual Help Desk Email Templates User s Manual Welcome... 2 Configuring the Add-in... 3 Help Desk Email Templates Settings... 3 Troubleshooting... 4 Help Desk Email Templates Copyright 2012 Sperry Software Inc.

More information

Add Appointments By Email User s Manual

Add Appointments By Email User s Manual Add Appointments By Email User s Manual Welcome... 2 How to Use Your Add-In... 2 Configuring the Add-in... 3 Settings Tab... 3 Examples Tab... 4 Add Appointments By Email Keywords Examples... 4 Appointment

More information

Contacts Sort Order User s Manual

Contacts Sort Order User s Manual Contacts Sort Order User s Manual Contents Welcome... 2 Configuring the Add-in... 3 Troubleshooting... 6 Contacts Sort Order Copyright 2008 Sperry Software Inc. P a g e 1 Welcome Thank you for choosing

More information

Attachment Save User s Manual

Attachment Save User s Manual Attachment Save User s Manual Welcome... 2 Configuring the Add-in... 3 Overall Settings 1 Tab... 3 Overall Settings 2 Tab... 4 Specific Settings Tab... 5 Utilities Tab... 7 Troubleshooting... 8 Attachment

More information

Configuring Mozilla Thunderbird to Access Your SAS Email Account

Configuring Mozilla Thunderbird to Access Your SAS Email Account Configuring Mozilla Thunderbird to Access Your SAS Email Account 1. When you launch Thunderbird for the first time, the Import Wizard will appear: If Thunderbird detects that another email program was

More information

E-mailing a large amount of recipients

E-mailing a large amount of recipients E-mailing a large amount of recipients DO NOT use the TO or CC field! If you have a large list of recipients you need to send an email you, you should never try sending one large email with all of the

More information

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500 Outlook Email User Guide IS TRAINING CENTER 833 Chestnut St, Suite 600 Philadelphia, PA 19107 215-503-7500 This page intentionally left blank. TABLE OF CONTENTS Getting Started... 3 Opening Outlook...

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2010/2013 Users 10.0 Light Outlook Add-In Symantec Enterprise Vault: Guide for Microsoft Outlook 2010/2013 Users The software described in this book

More information

WINDOWS LIVE MAIL FEATURES

WINDOWS LIVE MAIL FEATURES WINDOWS LIVE MAIL Windows Live Mail brings a free, full-featured email program to Windows XP, Windows Vista and Windows 7 users. It combines in one package the best that both Outlook Express and Windows

More information

Using Entrust certificates with Microsoft Office and Windows

Using Entrust certificates with Microsoft Office and Windows Entrust Managed Services PKI Using Entrust certificates with Microsoft Office and Windows Document issue: 1.0 Date of issue: May 2009 Copyright 2009 Entrust. All rights reserved. Entrust is a trademark

More information

Using Webmail. Technical Manual: User Guide. Document Updated: 1/07. The Webmail Window. Displaying and Hiding the Full Header.

Using Webmail. Technical Manual: User Guide. Document Updated: 1/07. The Webmail Window. Displaying and Hiding the Full Header. Using Webmail Technical Manual: User Guide The Webmail Window To save an attachment: 1. Click once on the attachment name. Or, if there are multiple attachments, click the Save icon to save all attachments

More information

Web Mail Classic Web Mail

Web Mail Classic Web Mail April 14 Web Mail Classic Web Mail Version 2.2 Table of Contents 1 Technical Requirements... 4 2 Accessing your Web Mail... 4 3 Web Mail Features... 5 3.1 Home... 5 3.1.1 Mailbox Summary... 5 3.1.2 Announcements...

More information

Webmail Instruction Guide

Webmail Instruction Guide Webmail Instruction Guide This document is setup to guide your through the use of the many features of our Webmail system. You may either visit www.safeaccess.com or webmail.safeaccess.com to login with

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2010/2013 Users 10.0 Full Outlook Add-In Symantec Enterprise Vault: Guide for Microsoft Outlook 2010/2013 Users The software described in this book

More information

SENDING EMAILS & MESSAGES TO GROUPS

SENDING EMAILS & MESSAGES TO GROUPS SENDING EMAILS & MESSAGES TO GROUPS Table of Contents What is the Difference between Emails and Selltis Messaging?... 3 Configuring your Email Settings... 4 Sending Emails to Groups Option A: Tasks...

More information

Word 2010: Mail Merge to Email with Attachments

Word 2010: Mail Merge to Email with Attachments Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN

More information

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience Email Campaigns Overview...2 EXERCISE 4.1: View an Email Message...3 Review: Constituent360 Groups...4 Key Concept: Email Campaigns...6 Email Campaigns...8 Email Calendar...9 Creating a New Campaign...

More information

Direct Mail Training Manual

Direct Mail Training Manual Direct Mail Training Manual 9D Revised 4.29.15 HealtheConnections Secure Messaging (Direct Mail) HealtheConnections Secure Messaging is a solution based on the Nationwide Health Information Network (NwHIN)

More information

Outlook 2013 ~ e Mail Quick Tips

Outlook 2013 ~ e Mail Quick Tips The Ribbon: Home tab New Email to send a new mail New Items to send a new mail, a new appointment, a new meeting, a new contact, a new task, a new Lync Meeting Ignore to ignore a request Clean Up to clean

More information

Secure Messaging (Direct) Training Manual

Secure Messaging (Direct) Training Manual Secure Messaging (Direct) Training Manual 9D Revised 4.1.14 HealtheConnections Secure Messaging (Direct Mail) HealtheConnections Secure Messaging is a solution based on the Nationwide Health Information

More information

Save As PDF User s Manual

Save As PDF User s Manual Save As PDF User s Manual Welcome... 2 Configuring the Add-in... 4 Email Settings Tab... 5 PDF File Settings Tab... 6 Settings and Utilities Tab... 8 Exceptions Tab... 10 Troubleshooting... 11 Save As

More information

Setting up Email in Outlook Express

Setting up Email in Outlook Express Setting up Email in Outlook Express If you have more than one email account but need to use a single computer to access them, then Outlook Express can help. To begin, open Outlook Express by double-clicking

More information

Outlook Plugin. What is MangoApps for Outlook?

Outlook Plugin. What is MangoApps for Outlook? MangoApps for Outlook Plugin Windows - MangoApps for Windows is a single app that integrates Messenger, Outlook and Office Plugins into one unit and combines it with the secure, robust document management

More information

Configuring, Customizing, and Troubleshooting Outlook Express

Configuring, Customizing, and Troubleshooting Outlook Express 3 Configuring, Customizing, and Troubleshooting Outlook Express............................................... Terms you ll need to understand: Outlook Express Newsgroups Address book Email Preview pane

More information

User Guide. Version 3.0 April 2006

User Guide. Version 3.0 April 2006 User Guide Version 3.0 April 2006 2006 Obvious Solutions Inc. All rights reserved. Dabra and Dabra Network are trademarks of Obvious Solutions Inc. All other trademarks owned by their respective trademark

More information

Using Your New Webmail

Using Your New Webmail 1 Using Your New Webmail Contents Compose a New Message... 3 Add an Attachment... 5 Insert a Hyperlink... 6 Forward an Email... 7 Search Email... 8 Download Email from an existing POP3 Account... 9 Move

More information

SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide

SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Email Encryption Customers who are provisioned for SaaS Email Encryption can easily configure their Content Policies

More information

Creating Student e-mail List from Agresso

Creating Student e-mail List from Agresso Creating Student e-mail List from Agresso Contents 1. Extracting Class email addresses... 1 2. Distribution list... 4 3. Sending mass e-mail to students... 7 1. Extracting Class email addresses 1. In Agresso

More information

BUILD2WIN Lab 2.6. What s New in BUILD2WIN?

BUILD2WIN Lab 2.6. What s New in BUILD2WIN? BUILD2WIN Lab 2.6 What s New in BUILD2WIN? Please Note: Please do not remove lab binders or handouts from the Software Solutions Center. Electronic copies of all lab documentation are available for download

More information

AUTO ARCHIVING. December, 6 th 2005

AUTO ARCHIVING. December, 6 th 2005 AUTO ARCHIVING December, 6 th 2005 What is Auto Archiving? Archiving allows the user to keep their emails but not count them towards the set quota. By keeping emails archived, the quota will never be met

More information

AppShore Premium Edition Campaigns How to Guide. Release 2.1

AppShore Premium Edition Campaigns How to Guide. Release 2.1 AppShore Premium Edition Campaigns How to Guide Release 2.1 Table of Contents Campaigns Overview...3 How to create a Campaign Message...3 How to create a List...5 How to relate a Message to a List...6

More information

To add files to your email, first create the email. When you have opened a new email:

To add files to your email, first create the email. When you have opened a new email: Email attachments You can send files, folders and other items within an email along with the mail message itself. Items which have been added to emails are called attachments. Adding an attachment to an

More information

BOTTOM UP THINKING EMAIL SETUP INSTRUCTIONS. Unique businesses require unique solutions CLIENT GUIDE

BOTTOM UP THINKING EMAIL SETUP INSTRUCTIONS. Unique businesses require unique solutions CLIENT GUIDE BOTTOM UP THINKING Unique businesses require unique solutions EMAIL SETUP INSTRUCTIONS CLIENT GUIDE INDEX How to connect a. Deciding on best method (POP or IMAP) Setting up email on devices Webmail a.

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2010/2013 Users 10.0 Full Outlook Add-In Symantec Enterprise Vault: Guide for Microsoft Outlook 2010/2013 Users The software described in this book

More information

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface...

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface... 2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17

More information

Outlook 2013 Delegate Access Managing Someone Else's Calendar and Inbox

Outlook 2013 Delegate Access Managing Someone Else's Calendar and Inbox USC Marshall School of Business Marshall Information Services Outlook 2013 Delegate Access Managing Someone Else's Calendar and Inbox Delegate access is typically used when an assistant will be managing

More information

Outlook Web Access (OWA) User Guide

Outlook Web Access (OWA) User Guide Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING

More information

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc.

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc. Email Basics Add CC or BCC You can display the Bcc box in all new messages that you compose. In a new message, do one of the following: 1. If Microsoft Word is your e-mail editor a. Click the arrow to

More information

Section 9. Topics Covered. Using the Out of Office Assistant... 9-2 Working offline... 9-10. Time Required: 30 Mins

Section 9. Topics Covered. Using the Out of Office Assistant... 9-2 Working offline... 9-10. Time Required: 30 Mins Section 9 Topics Covered Using the Out of Office Assistant... 9-2 Working offline... 9-10 Time Required: 30 Mins 9-1 Using the Out of Office Assistant The Out of Office Assistant can be used to handle

More information

Adding a File Attachment to a CFS Requisition

Adding a File Attachment to a CFS Requisition Adding a File Attachment to a CFS Requisition When creating a requisition, there are certain purchases that may require additional documentation. The Attachment feature is used to attach this documentation.

More information

Vodafone Email Plus. User Guide for Windows Mobile

Vodafone Email Plus. User Guide for Windows Mobile Vodafone Email Plus User Guide for Windows Mobile 1 Table of Contents 1 INTRODUCTION... 4 2 INSTALLING VODAFONE EMAIL PLUS... 4 2.1 SETUP BY USING THE VODAFONE EMAIL PLUS ICON...5 2.2 SETUP BY DOWNLOADING

More information

How to Add Users 1. 2.

How to Add Users 1. 2. Administrator Guide Contents How to Add Users... 2 How to Delete a User... 9 How to Create Sub-groups... 12 How to Edit the Email Sent Out to New Users... 14 How to Edit and Add a Logo to Your Group's

More information

educ Office 365 email: Remove & create new Outlook profile

educ Office 365 email: Remove & create new Outlook profile Published: 29/01/2015 If you have previously used Outlook the with the SCC/SWO service then once you have been moved into Office 365 your Outlook will need to contact the SCC/SWO servers one last time

More information

If you are you are using Microsoft outlook 2007, then new toolbar will be added below the Outlook menu bar,

If you are you are using Microsoft outlook 2007, then new toolbar will be added below the Outlook menu bar, Enjay SugarCRM Add-on for MS-Outlook 2010 Configuration 1. Launch MS-Outlook 2007 or 2010 2. Click on Enjay Tab shown in figure below If you are you are using Microsoft outlook 2007, then new toolbar will

More information

shorewest.net Document Management

shorewest.net Document Management shorewest.net Document Management Creating, Emailing and Printing Documents Document Management 9/20 Adobe Acrobat Reader To use Document Management in Shorewest.net, Adobe Acrobat Reader must be available

More information

Don't have Outlook? Download and configure the Microsoft Office Suite (which includes Outlook)!

Don't have Outlook? Download and configure the Microsoft Office Suite (which includes Outlook)! UVa Exchange Service Outlook 2013 Quickstart Guide Don't have Outlook? Download and configure the Microsoft Office Suite (which includes Outlook)! In this Quickstart Guide, you will learn to: Send and

More information

Neoteris IVE Integration Guide

Neoteris IVE Integration Guide Neoteris IVE Integration Guide NESD-00090-00 CAY051402 The Secure Email Client upgrade option enables Neoteris IVE users to use standardsbased email clients to access corporate email from remote locations.

More information

Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide

Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide January 24, 2015 Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Spambrella and/or other noted Spambrella related products contained herein are registered

More information

Outlook Plug-In User Guide

Outlook Plug-In User Guide Outlook Plug-In User Guide InterCall, in partnership with JCS Technologies, provides an Outlook Plug-In that allows you to quickly and easily create, edit and schedule meetings with pre-defined information

More information

Portfolio Instructions

Portfolio Instructions Portfolio Instructions In this series of documents, you will find the steps needed to configure PowerPoint s proper file type, properly record a narrated lecture in PowerPoint, and ensure that audio is

More information

Resource Owner. Resource Owner. Resource Owner. Anyone given access

Resource Owner. Resource Owner. Resource Owner. Anyone given access Managing Accounts 1 s in Office 365 A account is an object in the Outlook Calendar that represents a room or a piece of equipment. These room resources are typically small conference rooms belonging to

More information

Outlook 2010 basics quick reference sheet

Outlook 2010 basics quick reference sheet Outlook 2010 basics Microsoft Outlook 2010 is the world s leading personal information management and communications application. Outlook 2010 delivers complete e-mail, contact, calendar, and task functionality.

More information

Outlook XP Email Only

Outlook XP Email Only Outlook XP Email Only Table of Contents OUTLOOK XP EMAIL 5 HOW EMAIL WORKS: 5 POP AND SMTP: 5 TO SET UP THE POP AND SMTP ADDRESSES: 6 TO SET THE DELIVERY PROPERTY: 8 STARTING OUTLOOK: 10 THE OUTLOOK BAR:

More information

Bare Bones Guide to Using Outlook 2010 for Email

Bare Bones Guide to Using Outlook 2010 for Email Bare Bones Guide to Using Outlook 2010 for Email July 10, 2013 Alternative Format Statement This publication is available in alternative media upon request. Statement of Non-Discrimination The Pennsylvania

More information

User Support Resource

User Support Resource User Support Resource Clearing Browser Cache To optimize your experience in the MyUNLV system, it may be necessary to clear your browser cache. While it is not necessary to clear you cache every time you

More information

Install and Configure Oracle Outlook Connector

Install and Configure Oracle Outlook Connector Install and Configure Oracle Outlook Connector To install and configure Oracle Outlook Connector for Outlook to send and receive e-mail and to access your TechTime TM calendar, do the following. 1. Run

More information

Vodafone Business Product Management Group. Hosted Services Announcer Pro V4.6 User Guide

Vodafone Business Product Management Group. Hosted Services Announcer Pro V4.6 User Guide Vodafone Business Product Management Group Hosted Services Announcer Pro V4.6 User Guide Vodafone Group 2010 Other than as permitted by law, no part of this document may be reproduced, adapted, or distributed,

More information

Outlook Web App McKinney ISD 5/27/2011

Outlook Web App McKinney ISD 5/27/2011 Outlook Web App McKinney ISD 5/27/2011 Outlook Web App Tutorial Outlook Web Access allows you to gain access to your messages, calendars, contacts, tasks and public folders from any computer with internet

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2010 Users 9.0 Symantec Enterprise Vault: Guide for Microsoft Outlook 2010 Users The software described in this book is furnished under a license agreement

More information

Microsoft Outlook 2010 Hints & Tips

Microsoft Outlook 2010 Hints & Tips IT Services Microsoft Outlook 2010 Hints & Tips Contents Introduction... 1 What Outlook Starts Up In... 1 Sending Email Hints... 2 Tracking a Message... 2 Saving a Sent Item... 3 Delay Delivery of a Single

More information

COMPUTER CONFIGURATION INSTRUCTIONS

COMPUTER CONFIGURATION INSTRUCTIONS COMPUTER CONFIGURATION INSTRUCTIONS CENTER FOR THE DEVELOPMENT OF SECURITY EXCELLENCE May 2013 The purpose of this document is to provide step-by-step instructions to students on how to configure their

More information

Core Essentials. Outlook 2010. Module 1. Diocese of St. Petersburg Office of Training Training@dosp.org

Core Essentials. Outlook 2010. Module 1. Diocese of St. Petersburg Office of Training Training@dosp.org Core Essentials Outlook 2010 Module 1 Diocese of St. Petersburg Office of Training Training@dosp.org TABLE OF CONTENTS Topic One: Getting Started... 1 Workshop Objectives... 2 Topic Two: Opening and Closing

More information

Information Systems Services. Getting Started with Enterprise Vault Email Archiving A guide for Outlook/Exchange users March 2008

Information Systems Services. Getting Started with Enterprise Vault Email Archiving A guide for Outlook/Exchange users March 2008 Information Systems Services Getting Started with Enterprise Vault Email Archiving March 2008 Contents 1. Introduction... 3 2. Supported operating systems, email clients and browsers... 3 3. Getting started

More information

How to access your email via Outlook Web Access

How to access your email via Outlook Web Access How to access your email via Outlook Web Access 1) Open your internet browser and type in the following address: www.law.miami.edu * Aol users must minimize their browser and use Internet Explorer 6.0+

More information

OCTOBER 9, 2015 NEW FEATURE: BARRACUDA SPAM FILTER I.T. SYSTEMS INNOVATION AND INTEGRATION JESSLYN WILKINSON IT TRAINING SPECIALIST

OCTOBER 9, 2015 NEW FEATURE: BARRACUDA SPAM FILTER I.T. SYSTEMS INNOVATION AND INTEGRATION JESSLYN WILKINSON IT TRAINING SPECIALIST OCTOBER 9, 2015 NEW FEATURE: BARRACUDA SPAM FILTER I.T. SYSTEMS INNOVATION AND INTEGRATION JESSLYN WILKINSON IT TRAINING SPECIALIST CONTENTS How to use this document... 2 Document Format Information...

More information

OUTLOOK 2010 TIPS TABLE OF CONTENTS 1. SEND A BLIND CARBON COPY MARQUETTE UNIVERSITY IT SERVICES

OUTLOOK 2010 TIPS TABLE OF CONTENTS 1. SEND A BLIND CARBON COPY MARQUETTE UNIVERSITY IT SERVICES OUTLOOK 2010 TIPS TABLE OF CONTENTS 1.Send a Blind Carbon Copy... 1 2. Change the view of the Outlook window... 2 3. Use Out of Office Assistant... 2 4. Create Rules... 4 5. Use Autocomplete... 5 6. Request

More information

Neoteris IVE Integration Guide

Neoteris IVE Integration Guide Neoteris IVE Integration Guide Published Date July 2015 The Secure Email Client upgrade option enables Neoteris IVE users to use standards based email clients to access corporate email from remote locations.

More information

Microsoft Outlook 2003 Basic Guide

Microsoft Outlook 2003 Basic Guide Microsoft Outlook 2003 Basic Guide Table of Contents Introduction... 2 Getting Help... 2 Exploring Outlook... 3 Drop-Down Menus... 3 Navigation Pane... 4 Folder Pane... 7 Reading Pane... 7 Toolbars...

More information

Microsoft Outlook Web Access Overview

Microsoft Outlook Web Access Overview Microsoft Outlook Web Access Overview Table of contents Logging on to Outlook Web Access... 3 The sections of Outlook Web Access... 4 The Inbox Toolbar... 4 How to sections... 5 Email Basics... 5 Use the

More information

External End User Training Guide: Secure Email Extract

External End User Training Guide: Secure Email Extract External End User Training Guide: Secure Email Extract Version 6 August 12, 2013 Prepared by 7/29/2013: Kris Chromey, Training Coordinator Michelle Tuscher, Vault Implementation Coordinator Edited for

More information

Getting Started with University Gmail

Getting Started with University Gmail Getting Started with University Gmail USER GUIDE V1.0 User Services IT Services University of Malta 2013 User Services IT Services University of Malta Msida MSD 2080 Malta May only be reproduced with permission

More information

Microsoft Outlook 2010

Microsoft Outlook 2010 Microsoft Outlook 2010 Prepared by Computing Services at the Eastman School of Music July 2010 Contents Microsoft Office Interface... 4 File Ribbon Tab... 5 Microsoft Office Quick Access Toolbar... 6 Appearance

More information

Chapter 4. Suppliers

Chapter 4. Suppliers Chapter 4 Suppliers 87 88 Create a New Supplier Click Suppliers at top bar of buttons on main screen. Click New Supplier. Suppliers section New Supplier This will bring you to the Supplier Wizard section.

More information

Enterprise Vault Users Guide

Enterprise Vault Users Guide Enterprise Vault Users Guide Enterprise Vault Email Archiving System What is Enterprise Vault? Enterprise Vault (or EV) is a Symantec archiving solution that DII is rolling out for all users of the Enterprise

More information

MS Word 2007. Microsoft Outlook 2010 Mailbox Maintenance

MS Word 2007. Microsoft Outlook 2010 Mailbox Maintenance MS Word 2007 Microsoft Outlook 2010 Mailbox Maintenance INTRODUCTION... 1 Understanding the MS Outlook Mailbox... 1 BASIC MAILBOX MAINTENANCE... 1 Mailbox Cleanup... 1 Check Your Mailbox Size... 1 AutoDelete

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2003/2007 Users 10.0 Full Outlook Add-In Symantec Enterprise Vault: Guide for Microsoft Outlook 2003/2007 Users The software described in this book

More information

Using Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header

Using Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header Using Webmail Technical Manual: User Guide Webmail is supported in the following browsers: Windows Internet Explorer 6, Internet Explorer 7, Firefox 2, and Firefox 3 Mac OSX Safari 2, Safari 3, Firefox

More information

KPN SMS mail. Send SMS as fast as e-mail!

KPN SMS mail. Send SMS as fast as e-mail! KPN SMS mail Send SMS as fast as e-mail! Quick start Start using KPN SMS mail in 5 steps If you want to install and use KPN SMS mail quickly, without reading the user guide, follow the next five steps.

More information

CHAPTER 6: SEARCHING AN ONLINE DATABASE

CHAPTER 6: SEARCHING AN ONLINE DATABASE CHAPTER 6: SEARCHING AN ONLINE DATABASE WHAT S INSIDE Searching an Online Database... 6-1 Selecting a Display Mode... 6-1 Searching a Database... 6-1 Reviewing References... 6-2 Finding Full Text for a

More information

Sales Accounts...27 Appointments / Diary...27. Download your copy of CleanersMate and save it to your desktop.

Sales Accounts...27 Appointments / Diary...27. Download your copy of CleanersMate and save it to your desktop. User Guide Installation... 2 Using CleanersMate... 3 Initial Settings... 3 Clients... 3 Clients Summary Screen... 4 Adding a New Client... 4 Deleting an Existing Client... 4 Editing an Existing Client...

More information

Version 2.1.x. Barracuda Message Archiver. Outlook Add-In User's Guide

Version 2.1.x. Barracuda Message Archiver. Outlook Add-In User's Guide Version 2.1.x Barracuda Message Archiver Outlook Add-In User's Guide Barracuda Networks Inc. 3175 S. Winchester Blvd Campbell, CA 95008 http://www.barracuda.com Copyright Copyright 2005-2009, Barracuda

More information

Outlook 2013 ~ Advanced

Outlook 2013 ~ Advanced Mail Using Categories 1. Select the message that for the category. 2. Select the appropriate category. 3. The category color displays next to the message. Renaming Categories 1. Select a message. 2. Select

More information

Microsoft Outlook. KNOW HOW: Outlook. Using. Guide for using E-mail, Contacts, Personal Distribution Lists, Signatures and Archives

Microsoft Outlook. KNOW HOW: Outlook. Using. Guide for using E-mail, Contacts, Personal Distribution Lists, Signatures and Archives Trust Library Services http://www.mtwlibrary.nhs.uk http://mtwweb/cgt/library/default.htm http://mtwlibrary.blogspot.com KNOW HOW: Outlook Using Microsoft Outlook Guide for using E-mail, Contacts, Personal

More information

Recruiter s Resource Guide

Recruiter s Resource Guide Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...

More information

Appointment Schedule and Online Messaging Help Guide

Appointment Schedule and Online Messaging Help Guide Appointment Schedule and Online Messaging Help Guide 1. Accessing your appointment schedule 2. Understanding the icons 3. Exclusions 4. Requesting meetings 5. Cancelling pending meeting requests 6. Accepting

More information

Stores copies of items you sent to others, by default. Stores items created offline that you want to send the next time you are online

Stores copies of items you sent to others, by default. Stores items created offline that you want to send the next time you are online Outlook Folders: All new messages are stored in Inbox unless rules are created. Stores copies of items you sent to others, by default Stores temporarily deleted items until you permanently delete or retrieve

More information

HelpSheet006. Grouping options on quotes.

HelpSheet006. Grouping options on quotes. Helpsheet ProspectSoft CRM V6 page 1 / 7 HelpSheet006. Grouping options on quotes. Overview There is a Grouping tab on the Quote/Order Line screen which enables you to pre-configure quotes before they

More information

Outlook Data File navigate to the PST file that you want to open, select it and choose OK. The file will now appear as a folder in Outlook.

Outlook Data File navigate to the PST file that you want to open, select it and choose OK. The file will now appear as a folder in Outlook. Migrate Archived Outlook Items Outlook includes archiving functionality that is used to free up space on the mail server by moving older items from the mail server to PST files stored on your computer

More information

Creating a Content Group and assigning the Encrypt action to the Group.

Creating a Content Group and assigning the Encrypt action to the Group. Product Guide Revision A SaaS Email Encryption Enablement for Customers, Domains, and Users Email Encryption Customers who are provisioned for SaaS Email Encryption can easily configure their Content Policies

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2003/2007 Users 10.0 Light Outlook Add-In Symantec Enterprise Vault: Guide for Microsoft Outlook 2003/2007 Users The software described in this book

More information

Fax-to-Email Application User Guide

Fax-to-Email Application User Guide Fax-to-Email Application User Guide Table of Contents 1 Welcome to Windstream Fax-to-Email...1 2 Getting Started with Windstream Fax-to-Email...1 2.1 Getting Started Splash Screen... 1 2.2 Navigation...

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

Getting Started Guide

Getting Started Guide Getting Started Guide Mulberry IMAP Internet Mail Client Versions 3.0 & 3.1 Cyrusoft International, Inc. Suite 780 The Design Center 5001 Baum Blvd. Pittsburgh PA 15213 USA Tel: +1 412 605 0499 Fax: +1

More information